Jeff Sheen Email & Phone Number
Senior Team Leader, Workplace Planning and Advice @ Fidelity Investments
Jeff Sheen's Location
Salt Lake City, UT, US
Jeff Sheen's Work
- Senior Team Leader, Workplace Planning and Advice @ Fidelity Investments
- Senior Manager High Net Worth Service @ Fidelity Investments
- Investment Solutions Manager @ Fidelity Investments
- Premium Relationship Sales Manager @ Fidelity Investments
- Customer Experience Manager @ Fidelity Investments
- Service-Trading Manager @ Fidelity Investments
- Lead Trader @ Wells Fargo
- Active Trader Specialist @ Morgan Stanley
Jeff Sheen's Education
- University of Phoenix
BMGMT (Finance, Accounting, Economics)
2001 - 2004
Jeff Sheen's Skills
- Series 7
- Series 63
- Investments
- Leadership
- FINRA
- Sales
- Team Building
- Financial Services
- Relationship Management
- Coaching
Jeff Sheen's Summary
Jeff Sheen, based in Salt Lake City, UT, US, is currently a Senior Team Leader, Workplace Planning and Advice at Fidelity Investments, bringing experience from previous roles at Fidelity Investments. Jeff Sheen holds a 2001 - 2004 BMGMT in Finance, Accounting, Economics @ University of Phoenix. With a robust skill set that includes Series 7, Series 63, Investments, Leadership, FINRA and more, Jeff Sheen contributes valuable insights to the industry. Jeff Sheen has 3 emails and 1 mobile phone number on RocketReach.
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